Executive Webinar Series

Planning For Liquidity- How To Make The Most Out Of Your Stock & Stock Options


If you would like a second opinion or would like to learn more about how to make the most of your stock and stock options, we hold an informative webinar exclusively for successful corporate executives of public and private companies each month. It is hosted by Timothy Davis, CFP®, managing director of Davis Executive Wealth Management Group – an advisory team focused on executives and their families. 

The topics of conversation are:

  • Pre-IPO & M&A Planning
  • ISO & NQO Stock Option Planning
  • Control & Restricted Stock/Stock Options
  • 83b Elections & Rule 144 Services
  • Wealth Management & Financial Planning
  • Estate Planning
  • 10b5-1 Plan Administration & Planning
  • Concentrated Stock Positions

Our monthly call is on the Third Tuesday of each month at 12 PM ET. To register for this event, please email michaelyn.bortolotti@raymondjames.com

About Our Webinar Host

TIMOTHY DAVIS, CFP®

Partner, Managing Director
Wealth Manager, RJFS